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JPMorgan US Quality Factor ETF
JQUA

Overview Fund Activity

283 hedge funds and large institutions have $3.25B invested in JPMorgan US Quality Factor ETF in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+28
Holders Change %
+10.98%
% of All Funds
4.1%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.59%
New
50
Increased
138
Reduced
71
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Annex Advisory Services
Wisconsin
$222M
2
LPL Financial
2
LPL Financial
California
$137M
3
MAC
3
Mason & Associates (California)
California
$33.9M
4
OWA
4
Octavia Wealth Advisors
Ohio
$21.3M
5
QWM
5
Quadcap Wealth Management
Texas
$33.5M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$10.8M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$11.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$112M
4
SRIM
4
Saratoga Research & Investment Management
California
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$130K +$94.7K +1,784 +268%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$124K – – –
AF
253
Allworth Financial
California
$112K +$2.64K +50 +2%
US Bancorp
254
US Bancorp
Minnesota
$84.9K +$31.4K +594 +59%
CT
255
Colonial Trust
South Carolina
$84.3K – – –
PB
256
Pinnacle Bancorp
Nebraska
$65.4K – – –
SC
257
SouthState Corp
Florida
$45K – – –
DWM
258
Dogwood Wealth Management
Kansas
$35.4K – – –
KHC
259
Koesten Hirschmann & Crabtree
Kansas
$28.6K +$16.9K +320 +145%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$26.8K +$26.8K +507 New
GWSG
261
GPS Wealth Strategies Group
Colorado
$26.4K – – –
CA
262
CoreCap Advisors
Michigan
$18.3K +$18.3K +347 New
CWM
263
Cedar Wealth Management
California
$17.7K +$17.7K +334 New
CA
264
Crewe Advisors
Utah
$14.6K +$14.6K +276 New
FMP
265
Financial Management Professionals
Texas
$14K – – –
NSIM
266
North Star Investment Management
Illinois
$11.7K +$11.7K +222 New
AF
267
Advisornet Financial
Minnesota
$9.99K +$9.99K +189 New
HNB
268
Huntington National Bank
Ohio
$8.67K – – –
CPBTD
269
Central Pacific Bank - Trust Division
Hawaii
$8.59K +$8.59K +163 New
AWM
270
Avior Wealth Management
Nebraska
$8.35K – – –
UBS Group
271
UBS Group
Switzerland
$7.67K +$7.67K +145 New
PCM
272
Penserra Capital Management
California
$7K +$7K +146 New
Jones Financial Companies
273
Jones Financial Companies
Missouri
$6.87K +$6.87K +130 New
AAP
274
Arax Advisory Partners
Colorado
$6.45K -$8.78K -166 -58%
HI
275
Harbour Investments
Wisconsin
$5.92K -$8.19K -155 -58%
9 10
11
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